Filed April 11, 2016
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| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP8 years Filed as: RSM US WEALTH MANAGEMENT Service code 16 · EIN 41-1944416 | Consulting | $72,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,998 | $130,294-16.3% | $170,043-35.9% | $71,511+52.4% |
| Participation rate | 96.1% | 86.2%+9.9pp | 87.0%+9.1pp | 67.9%+28.1pp |
| Annual return | 16.62% | 20.36%-3.7pp | 53.40%-36.8pp | 28.86%-12.2pp |
| Employer contribution / active EE | $2,304 | $4,385-47.5% | $6,790-66.1% | $2,589-11.0% |
| Participant deferral / active EE | $7,969 | $6,928+15.0% | $10,410-23.4% | $4,291+85.7% |
| Admin fee / account holder | $305 | $966-68.4% | $12,824-97.6% | $1,588-80.8% |